Private Wealth Consultant – Western Region

Thornburg Investment Management

Private Wealth Consultant focusing on consultative sales strategies within the Western Region financial advisors. Working with internal teams to maximize market penetration and drive sales growth.

Posted 7/10/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation.
Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships.
Utilize technology and data effectively while adhering to TIM best practices.
Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable.
Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges.
Promote strong collaboration across the organization, maximizing synergies within other channels of distribution.
Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory.
Perform other job duties assigned as necessary.

Requirements

What you’ll need

Bachelor’s degree required (MBA, professional designations a plus).
5+ years of experience covering large financial advisors and professional buyers with proven track record.
Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred.
Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
FINRA Series 7 & 66 required, or equivalent.
Demonstrated success in building and maintaining long-term relationships.
Willingness and ability to travel within the assigned territory required.
High degree of initiative results oriented and entrepreneurial thinking.
Highly engaged, enthusiastic, and a collaborative team player.

Benefits

Comp & perks

Medical, dental, and vision coverage.
Employer 401(k) safe harbor and profit-sharing contributions.
Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
Community involvement opportunities.
Onsite cafeteria.
Onsite fitness center.
Referral program.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Asset Allocation TheoryPortfolio ConstructionInvestment Manager Due DiligenceAnalytical SkillsSalesforce Proficiency

Soft Skills

Collaborative Team PlayerEnthusiastic EngagementResults OrientedEntrepreneurial Thinking

Certifications

FINRA Series 7FINRA Series 66